INSIGHT TOTAL STEWARDSHIP

THE INSIGHT ADVISORY GROUP, LLC

CRD 281229

525 WEST CHESTER PIKE, SUITE 312, HAVERTOWN, PA, 19083, United States

Phone

484-455-7875

Fax

1-888-495-2231

Registration

— (—)

Source

State registered

Total AUM

$2.9M

Discretionary AUM

$2.9M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Yes

Services

Portfolio management (individuals)Pension consulting

Official SEC filing: View on IAPD